Estate & Tax Primer

Description

This comprehensive course offers the participant an understanding of the federal income taxation of trusts and decedents’ estates, along with the effects certain tax scenarios have on the beneficiaries of those trusts and estates. We will also discuss some basic planning options that help minimize taxes during income accumulation, distribution, or the transfer of wealth to intended beneficiaries.

Learning Objectives
  1. Understand the concept of a trust and the various types of trusts
  2. Advise clients on filing requirements for Forms 706 and 709
  3. Identify the elements of an estate and grantor trusts
  4. Minimize transfer taxes by incorporating exemptions and credits
  5. Understand statutory provisions that mandate or protect interests of a decedent’s spouse and/or children
Major Topics
  1. Trustee powers
  2. Recognition and realization of income
  3. Elements of an estate
  4. Taxation of Trusts and Estates
  5. Basic concepts of estate planning
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Personal Financial Planning
Tax
CPE Field of Study
Taxes
4.0
Who Should Attend
CPAs, professional accountants with fiduciary tax experience, financial advisors, & estate attorneys
Location
Online Course
Register Now
When
Dec 11, 2017
10:30 am - 2:30 pm
Total CPE Credits
4
Format
Webcast

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$159.00

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$199.00
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Estate & Tax Primer


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